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  1. Click on opportunity item opens EDIT (not the original ressource itself!)

    I got the thing that everytime i am in my opportunity and set it together. when i need to edit the item (no matter if service or item or vehicle) intuitive i klick on the item name to edit it.
    BUT than it opens always the original ressource to make systemwide changes to the ressource.
    For me this behavior are two completely different tasks in the company workflow.
    When i want to change somethin in my system or the stock or something like that i want to to be forced to go to my ressource for make a clear change…

    4 votes
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      0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    • Sub-rent serial numbers

      allow a section for you to add a serial number to sub hired equipment.
      It becomes a pain when you have a large job to go through and re enter sub hired equipment so you can pull through a custom field with a serial number on. I would like a box to enter a serial number in on the allocation section.

      0 votes
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        0 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
      • A way to create a container that will pick from serialized items that are available

        The whole idea is to have ex 6 small lights serialized so they CAN be rented out as a single. but i want to have 3 as a kit (container) that does not lock specific lights to the container but picks the free ones.
        if i have a container that needs 3 lamps and one container that needs 2 lamps: of the 6 lamps, 4 of them are not available and already rented, i need a kit of 3 lamps. then the container picks the 2 available and informs me that i need 1 more for a full kit.

        3 votes
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          0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
        • Add a toggle that allows auto costs to follow chargeable days.

          We often use the 'chargeable days' feature to adjust the number of day rates clients are charged for equipment, but auto costing follows the opportunity dates, so we are constantly having to adjust cost days by hand. I'd love the ability to have the costs module follow the chargeable days by default.

          3 votes
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            0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
          • Filter the resource planner to show only services that require an allocation

            I would like to be able to filter out any resources on the planner that don't need to be allocated during the given time frame. That way I can look ahead and see if any of the upcoming opportunities still need crew or services allocated. Currently I either have to check each job individually or scroll through all available services to see if any aren't assigned to someone. In the new system only unbooked services show up so if I open the calendar and don't see any service lines only people, that means all services have been allocated to a…

            3 votes
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              0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
            • Import stock transactions

              Hi all, it would be useful to add a module in system, to manage stock when more than one serialized item must be moved, according to reasons already set into the system.

              1 vote
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                0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
              • Have the ability to discount or make a deal price on a project

                Similar to the "deal pricing" for an opportunity but on the project jobs. Inclusive of any discounts within the opportunities.
                For example; project for conference with 10 opportunities comes to $128,000, client has a budget of $120,000. Instead of repricing multiple opportunities deal price on the project.

                31 votes
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                  0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                • Delete Products in Bulk

                  To have the ability to select multiple items/products at once and delete them in bulk.

                  - And/Or -

                  Delete by csv. (upload a csv with ID/Product names which are to be deleted) -- confirmed by password, obviously.

                  [ Context: I'm about to do an overhaul of a C.RMS system and plan to upload data from csv files in order to save time, as there are obviously hundreds, if not thousands of individual items that need to be accounted for. If anything goes wrong, then I'd be stuck with hundreds of wrong entries, without the ability of bulk-deleting only the wrong…

                  1 vote
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                    0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add all of an organisation’s contacts to a discussion

                    When you start a discussion it defaults to only showing one email address from the organization. Even though you may have many linked contacts in that organization that also need to receive this information. Currently you have to enter contacts manually.

                    I propose we have an "add all linked contacts" button to save time looking them all up and removing the people not required is quicker then adding them in.

                    This will also allow you to create "organisations" to use as mailing lists by adding the organisation "Show Name - Setup Crew" and clicking the Add linked contacts button it…

                    2 votes
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                      0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                    • When opening the page of an organisation I would like to see all (pending) activities from contacts belonging to this organisation...

                      When opening the page of an organisation I would like to see all (pending) activities from contacts belonging to this organisation...

                      E.G. I have a meeting scheduled with Barbara (working for the organisation APR) and a meeting scheduled with Benny (who is also working for APR) ...
                      Can I see both of these meetings when I open the APR page?

                      1 vote
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                        0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                      • Link a discussion to an opportunity

                        Each discussion will be for a specific subject and more likely than not it will be for an opportunity - as a current running and future project.

                        At the moment we can add to the discussion: users, contacts, organisation, vehicle and venue; my suggestion is to be able to add an opportunity (*which to create a link, an interactive notification on the opportunity tab itself - when you open the opportunity to see that there is a discussion for it).

                        If we use the opportunity number as a subject for the discussion; while working on an opportunity and we have…

                        3 votes
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                          0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                        • Opportunity cost report but for revenue

                          The Opportunity Costs report is great, and it would be equally great to be able to do the same thing for revenue (ie export and sort by category, opportunity, etc)

                          4 votes
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                            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • Stock level export with only active product

                            Would you be grateful if the stock level export were free of inactive or quarantine products or, alternatively, had a column with status indication (active, quarantined, inactive)

                            1 vote
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                              0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
                            • Accessories by store

                              Different default/mandatory/optional accessories for each store

                              Add store field to accessories
                              Accessory rules with a blank store behave like normal
                              Accessory rules with a non blank store activate only when equal to the opportunity store

                              3 votes
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                                0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
                              • Sales quoted and future orders report

                                I need sales forecasts for cash flow planning. This doesn’t seem to be available in the reports section. Ideally it would show prospects, quoted and orders. If the prospect and quoted projects had a probability flag the report could display best and worst case forecasts.

                                1 vote
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                                  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • Favourites on navigation bar

                                  Favourites as a drop down list next to "Reports".

                                  Loads them in a list or for large numbers allows direct loading Favourites screen.

                                  4 votes
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                                    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Auto Costing Avoid 0 values

                                    Auto costing may be useful by some but I am sure many people struggle to see the point of having 0 values in the cost section. Please can any items with 0 values not be imported into the cost section? Looks really messy when sending to accounts/clients. thanks

                                    13 votes
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                                      0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add a role setting to restrict viewing by stage (quote, order, etc.)

                                      It would be nice to have a setting to restrict what opportunities a role can see based on the current stage.

                                      For example:
                                      Warehouse user to be able to view only opportunities are have been converted to "order" without needing to add them to the opportunity every time the quote is converted to order.

                                      Warehouse has no need to see inquiries, drafts, or quotes.

                                      1 vote
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                                        0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Cost Group Deals

                                        Cost Group Deals

                                        Auto costing is great but unfortunately we don't have the time to make it work for us. This is because we sub hire a lot of kit which produces a lot of cost line items with provisional costs.

                                        Once i have a quote through from a supplier i don't want to go through hundreds of items adding in the actual costs of each specific piece of kit. It is useful to have the provisional cost giving us a quick rough idea of cost but our suppliers often do us a deal. If i add a manual cost…

                                        15 votes
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                                          2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Include product link in the picker

                                          In the picker, the product should have the link so if you are unsure of an item, you could right click and open in the tab/window to check you are booking what you actually want.

                                          1 vote
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                                            0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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